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Dashboard tab inside Teams
What it does
A tab at the top of your AI chat with the things you check most — today's jobs, your pipeline, workflows, phone activity. Pick the views you want; it's a screen you glance at instead of asking.
Try this
“Open my dashboard and show me today”
What it needs
Nothing. Open the tab at the top of the chat.
What it won't do
It's a read-only view. Changing anything still happens in chat, where you can see what's about to be done.